Minor in Trust Management Hero Image

Help clients achieve their financial goals.

Trust management is the legal, tax, accounting and financial issues pertaining to managing trusts. In the trust management minor, you’ll learn how to build and maintain relationships with trust clients and corporate partners in the field of high and ultra high net-worth planning. You’ll study strategies for efficient intergenerational transfer of wealth and achieving clients’ personal estate planning and financial goals. This unique learning opportunity is not available at many other universities.

Through the minor coursework and internship, you’ll build a foundation of skills and experience for a career in the areas of tax, finance or law in the trusts and estates field.

The trust management minor is open to all UD students (non-Lerner students must complete prerequisite courses).

You’ll prepare for jobs like:

  • Trust professional
  • Trust administrator
  • Wealth planner
  • Relationship manager
  • Trust officer
  • Compliance officer
  • Fiduciary tax adviser

Program Highlights

Internship

Every student completes an internship with a financial institution. The internship gives you valuable experience in the field of trusts and wealth management.

Trust Management Minor Mentor Program

Our mentoring program connects students and trust industry professionals. Visit the Trust Management Minor Mentoring Program page to learn more about the program or enroll as a student mentee or professional mentor.

Program Requirements

Required course sequence.

Required courses (18 credits)

All courses must be taken in sequence. Prerequisites: ACCT 207, ACCT 352, FINC 311

FALL JUNIOR YEAR
ACCT313 or 413 Taxation for Business and Investment Planning
ACCT450 Legal Issues of Trust and Fiduciary Entities

SPRING JUNIOR YEAR
ACCT416 Fiduciary Income Taxation
ACCT418 Estate Planning

SENIOR YEAR
FINC364 Finance in Practice
FINC426 Trust Management Symposium

Prerequisite courses for non-Lerner students

Non-Lerner students must first complete these courses.

ACCT200 Survey of Accounting
ACCT352 Law and Social Issues in Business
BUAD100 Survey of Business
ECON100 Economic Issues and Policies
FINC200 Fundamentals Finance


Admissions Information

Learn more about undergraduate admissions requirements, deadlines, tuition and financial aid available to you.

Admissions & Financial Aid